Ae Wealth Management LLC Fiserv Inc Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Fiserv Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,429 shares of FISV stock, worth $804,910. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,429
Previous 10,980 41.45%
Holding current value
$804,910
Previous $1.37 Million 41.48%
% of portfolio
0.01%
Previous 0.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
N/A
-4,551 Reduced 41.45%
6,429 $804,000
Q3 2024

Nov 14, 2024
SELL
N/A
-5,156 Reduced 31.95%
10,980 $1.37 Million
Q2 2024

Aug 12, 2024
BUY
N/A
10,298 Added 176.4%
16,136 $2.02 Million
Q1 2024

May 15, 2024
SELL
N/A
-47,417 Reduced 89.04%
5,838 $730,000
Q4 2023

Feb 14, 2024
SELL
N/A
-163,801 Reduced 75.46%
53,255 $6.67 Million
Q3 2023

Oct 11, 2023
SELL
$123.51 - $130.06 $3.45 Million - $3.63 Million
-27,908 Reduced 11.39%
217,056 $27.2 Million
Q2 2023

Jul 10, 2023
BUY
$111.59 - $126.15 $23.1 Million - $26.1 Million
206,913 Added 543.78%
244,964 $30.9 Million
Q1 2023

Apr 14, 2023
SELL
$99.4 - $118.26 $207,149 - $246,453
-2,084 Reduced 5.19%
38,051 $4.3 Million
Q4 2022

Jan 31, 2023
BUY
$94.02 - $105.46 $148,645 - $166,732
1,581 Added 4.1%
40,135 $4.06 Million
Q3 2022

Oct 25, 2022
BUY
$91.66 - $110.72 $968,296 - $1.17 Million
10,564 Added 37.74%
38,554 $3.61 Million
Q2 2022

Aug 03, 2022
SELL
$88.38 - $104.74 $1.81 Million - $2.15 Million
-20,518 Reduced 42.3%
27,990 $2.49 Million
Q1 2022

Apr 18, 2022
SELL
$92.6 - $109.47 $1.52 Million - $1.8 Million
-16,402 Reduced 25.27%
48,508 $4.92 Million
Q4 2021

Jan 20, 2022
SELL
$95.55 - $111.29 $284,261 - $331,087
-2,975 Reduced 4.38%
64,910 $6.74 Million
Q3 2021

Nov 01, 2021
SELL
$106.21 - $119.11 $788,927 - $884,749
-7,428 Reduced 9.86%
67,885 $7.37 Million
Q2 2021

Jul 21, 2021
BUY
$106.59 - $126.55 $1.14 Million - $1.35 Million
10,653 Added 16.48%
75,313 $8.05 Million
Q1 2021

Apr 27, 2021
BUY
$102.69 - $124.13 $116,039 - $140,266
1,130 Added 1.78%
64,660 $7.7 Million
Q4 2020

Feb 01, 2021
BUY
$93.52 - $117.99 $385,395 - $486,236
4,121 Added 6.94%
63,530 $7.23 Million
Q3 2020

Nov 06, 2020
BUY
$93.06 - $104.07 $50,903 - $56,926
547 Added 0.93%
59,409 $6.12 Million
Q2 2020

Aug 05, 2020
BUY
$86.19 - $109.55 $873,966 - $1.11 Million
10,140 Added 20.81%
58,862 $5.75 Million
Q1 2020

May 07, 2020
BUY
$77.0 - $123.89 $1.57 Million - $2.53 Million
20,392 Added 71.98%
48,722 $4.63 Million
Q4 2019

Jan 15, 2020
BUY
$100.79 - $117.08 $1.7 Million - $1.97 Million
16,857 Added 146.93%
28,330 $3.28 Million
Q3 2019

Nov 05, 2019
BUY
$92.51 - $108.7 $320,269 - $376,319
3,462 Added 43.22%
11,473 $1.19 Million
Q2 2019

Jul 22, 2019
BUY
$82.68 - $91.69 $255,315 - $283,138
3,088 Added 62.73%
8,011 $730,000
Q1 2019

May 14, 2019
BUY
$70.11 - $88.28 $3,225 - $4,060
46 Added 0.94%
4,923 $435,000
Q4 2018

Feb 15, 2019
SELL
$69.0 - $81.85 $31,533 - $37,405
-457 Reduced 8.57%
4,877 $358,000
Q3 2018

Nov 14, 2018
BUY
$74.42 - $82.38 $4,093 - $4,530
55 Added 1.04%
5,334 $439,000
Q2 2018

Aug 15, 2018
BUY
$68.99 - $76.49 $29,734 - $32,967
431 Added 8.89%
5,279 $391,000
Q1 2018

May 14, 2018
BUY
$64.58 - $74.22 $160,029 - $183,917
2,478 Added 104.56%
4,848 $346,000
Q4 2017

Feb 06, 2018
BUY
$62.76 - $66.17 $148,741 - $156,822
2,370
2,370 $311,000

Others Institutions Holding FISV

# of Institutions
2,046
Shares Held
499M
Call Options Held
1.74M
Put Options Held
2.18M
View Full List

About FISERV INC

FISV Quotes by TradingView
  • Ticker FISV
  • Exchange NASDAQ
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 635,027,968
  • Market Cap $79.5B
  • Description
  • Fiserv, Inc., together with its subsidiaries, provides payment and financial services technology worldwide. The company operates through Acceptance, Fintech, and Payments segments. The Acceptance segment provides point-of-sale merchant acquiring and digital commerce services; mobile payment services; security and fraud protection products; Carat...
More about FISV
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